Brian Washburn Swinney

Financial Services of America Advisors

8 Years of Experience

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Firm Information

Financial Services of America Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

25 advisors

Number of Clients

1,561 clients

Average Client Portfolio

$254K average

Assets Under Management

$396.2M

Fee Structure

Minimum Investment:$5K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K - $1000K	1.25%
$1M+	1.00%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:Up to $10,000

Hourly Rate:$100 - $250/hr

Portfolio management fees are negotiable and depend on the subadvisor selected. Fees are paid quarterly in advance or monthly/quarterly in arrears. Financial planning fees are up to $10,000 as a fixed fee or up to $250/hour for advisor time and $100/hour for administrative time. There is a $5,000 account minimum, which may be waived.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

50 W Big Beaver Rd Suite 500, Troy, MI, 48084

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2021

Settled

Judgment / Lien

October 2013

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is a Vice President at Financial Services of America, selling life insurance and fixed/indexed annuities. He is also an Investment Adviser Representative with FSA Advisors and CEO of Core Four Services Inc, where he also sells life insurance and annuities.